Wealth management trainee | client interaction & mutual funds (fresher) - fresher
ChandigarhD. R . Share Stock Brokers Pvt. Ltd
...Zoom meetings with clientsCommunicate clearly about mutual fund products, SIPs & servicesCoordinate meetings between clients and senior wealth advisorsMaintain client follow-ups, notes & basic documentationSupport portfolio discussions and review meetingsRepresent the firm professionally during client interactions Who Should [...]
Category Banking, Insurance, Finance & Accountancy